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US Equities: Attractive Despite High Valuations
28-Jul-2026
Can quality make the difference in today's US market?
Justin Streeter, Portfolio Manager of Comgest Growth America, believes it can. While he continues to see compelling opportunities driven by the country's innovation and long-term growth, he remains selective and is underweight large-cap technology stocks.
Watch the below interview with Tim Habicht of Fundview in which Justin explains why he believes active stock selection matters more than ever.
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